Update lead status and set expected close date

Your opportunities often miss close dates and correct lead statuses. Set the lead to Opportunity and add a 30-day expected close date so forecasting aligns same day.

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Overview

Inconsistent lead states and missing close dates obscure your forecast and slow rep follow-up. This workflow advances the related lead to the opportunity stage and stamps a 30-day expected close so forecasts and outreach are accurate within minutes.